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Dimensional US Equity ETF

840 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 19

24% more capital invested

Capital invested by funds: $14B → $17.4B (+$3.38B)

20% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 239

17% more funds holding in top 10

Funds holding in top 10: 119139 (+20)

10% more funds holding

Funds holding: 761840 (+79)

2.18% more ownership

Funds ownership: 81.98%84.16% (+2.2%)

Holders
840
Holders Change
+79
Holders Change %
+10.38%
% of All Funds
10.22%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
112
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCWM
301
Kane Co Wealth Management
Iowa
$2.83M +$2.8M +38,142 New
KPWS
302
Kestra Private Wealth Services
Texas
$2.8M +$25.5K +347 +0.9%
MCA
303
Maryland Capital Advisors
Maryland
$2.8M
CW
304
Curio Wealth
Maryland
$2.75M -$4.63K -63 -0.2%
TWD
305
True Wealth Design
Ohio
$2.73M -$89.3K -1,216 -3%
NB
306
NBT Bank
New York
$2.69M +$220 +3 +2%
WTA
307
Washington Trust Advisors
Massachusetts
$2.68M +$335K +4,558 +14%
CFA
308
CWS Financial Advisors
Michigan
$2.68M +$2.08M +28,318 +365%
WP
309
Walleye Partners
Wisconsin
$2.63M +$2.6M +35,403 New
PWP
310
Ponta Wealth Partners
Florida
$2.61M +$2.58M +35,174 New
Lido Advisors
311
Lido Advisors
California
$2.6M +$2.35K +32 +0.1%
EPP
312
ETF Portfolio Partners
Kansas
$2.6M
SA
313
Sanctuary Advisors
Indiana
$2.55M +$807K +10,985 +47%
PWA
314
Physician Wealth Advisors
Utah
$2.53M -$2.87K -39 -0.1%
ANB
315
Amarillo National Bank
Texas
$2.52M
LPP
316
Life Planning Partners
Florida
$2.43M -$161K -2,186 -6%
EWA
317
EP Wealth Advisors
California
$2.38M +$2.36M +32,096 New
AWM
318
Accurate Wealth Management
Florida
$2.38M +$89.2K +1,214 +4%
PFPG
319
Pinnacle Financial Partners (Georgia)
Georgia
$2.35M +$2.33M +31,688 New
MW
320
Merited Wealth
Florida
$2.33M +$2.31M +31,422 New
KCPG
321
Kavar Capital Partners Group
Kansas
$2.32M +$294 +4 +0%
AFA
322
Allium Financial Advisors
Oregon
$2.32M
OPF
323
Old Peak Finance
North Carolina
$2.31M +$2.29M +31,108 New
AC
324
Avestar Capital
New York
$2.31M -$78.4K -1,067 -3%
MWA
325
Monograph Wealth Advisors
California
$2.3M +$185K +2,520 +9%